Grounds and landscape care / Project guide

Shared-property tree care program

Prepare a tree assessment and care brief with identifiable locations and the property’s concerns. Ask an appropriately qualified provider to explain assessment findings and propose work that the owner can review and authorize clearly.

The decision this helps you make

What to aim for.

A tree inventory and prioritized proposal with documented findings, work boundaries and follow-up responsibilities.

Start with the information below, then choose your property type for the access, operating and decision-making details that shape the project.

Define the scope.

  • Identify the trees or shared outdoor areas to be assessed and the concerns reported.
  • Describe nearby buildings, routes and activities relevant to planning the visit or proposed work.
  • Ask the provider to distinguish assessment, routine care and work requiring further review.

Put these records together.

  • Collect site plans, earlier tree reports and records of pruning or other completed work.
  • Provide photographs and observations about changes, damage or recurring maintenance concerns.
  • Identify ownership boundaries and contacts for neighboring properties or shared access.

Choose your property type.

Ask for a comparable proposal.

  • Use a numbered location inventory to connect findings with each proposed task.
  • Separate assessment, access equipment, proposed care work, debris removal and site restoration.
  • Ask the provider to identify applicable local permissions and responsibility for checking them.

Understand what affects the cost.

Ask providers to price the same scope and explain the assumptions behind these items.

  • The number and location of trees and the access needed for assessment or work.
  • The type and extent of work recommended after the provider reviews actual conditions.
  • Protection of surrounding property, shared-access coordination and the handling of removed material.

Working checklist

Build your project brief.

Use this page as a working checklist. Print the completed view for your records. These entries are separate from the introduction request.

Project: Shared-property tree care program

Agree on the handover.

  • Keep the inventory, assessment records and a location-based log of completed work.
  • Record recommendations for further review and the conditions prompting another professional assessment.
  • Identify the next review decision and retain the service provider’s contact information.

Questions before you begin.

Should we request pruning or removal before an assessment?

Describe the concern and ask the qualified provider to assess the tree and site. The proposal should explain the basis for recommended work and identify permissions or additional review relevant to the location.

How can several tree-care proposals be compared?

Give each provider the same numbered inventory and concerns. Ask them to explain the assessment, work at each location, access, protection and cleanup so differences can be resolved before the owner decides.

Continue planning.

About this guide.

Prepared by Booked Intros. These project checklists help owners, boards and managers organize a scope and compare proposals. Your provider confirms the technical approach, local requirements and site-specific conditions.

Content updated: . How our guides are prepared.

Move the project forward

Bring us the property and the scope.

Share your address, project and timing. We will review the request and confirm whether a suitable provider is available for the work.

Request an introduction